Referral program automations

Purpose

1.1. Automate the tracking, rewarding, and communication of fencing school referrals between students and prospects to boost enrollment and retention rates.
1.2. Automator sends referral invitations, monitors earned rewards, delivers incentives, and notifies staff for follow-ups.
1.3. Automatedly generate referral codes, track conversions, and segment communication based on referral status.
1.4. Automating engagement through timely reminders and offers increases the likelihood of successful referrals.
1.5. Integration with CRM, email, SMS, and other channels maximizes automation efficiency and data consistency.

Trigger Conditions

2.1. New student enrollment triggers automated referral code generation.
2.2. Referral form submission by a student or parent.
2.3. Prospect conversion after using a referral.
2.4. Automated milestone reached (e.g., 5 referred enrollments).
2.5. Scheduled campaign launch for referral incentives.

Platform Variants

3.1. Twilio SMS
• API: Use Messaging API to automate SMS-based referral invitations and reminders.
• Sample: Configure flow to send automated SMS with custom referral links upon form submission.

3.2. SendGrid
• API: Utilize Transactional Email API for automated personalized referral emails.
• Sample: Set up conditional email automations with dynamic incentive content based on referral status.

3.3. Slack
• Function: Webhook integration to automate team notifications on new referrals and reward disbursements.
• Sample: Trigger automated slack message to staff when referral is converted.

3.4. HubSpot
• API: Use Workflow Automation for CRM deal creation and contact updates when referrals are made.
• Sample: Configure triggered workflows for automating referral deal pipelines.

3.5. Salesforce
• API: Process Builder/Flow for automated referral lead entry and tracking.
• Sample: Automate reward status updates upon referral conversion.

3.6. Mailchimp
• API: Automate referral drip campaigns and reward emails using Customer Journeys feature.
• Sample: Autogenerated campaigns triggered by referral activities.

3.7. WhatsApp Business API
• API: Automate sending referral links and updates as WhatsApp messages.
• Sample: Automatically delivered referral codes and program reminders.

3.8. Zoho CRM
• API: Workflow Rules for automating referral contact tagging, status updates, and reward handling.
• Sample: Automate status change upon lead referral completion.

3.9. Google Sheets
• API: Automate referral data logging, performance dashboards, and reward status monitoring.
• Sample: Scripted update of spreadsheets with each referred prospect.

3.10. Airtable
• API: Automate base updates when referral actions occur, using Automations for reminders.
• Sample: Automatedly send notification and update records on new entries.

3.11. Pipedrive
• API: Use Automations to create referral-linked deals and trigger reward task assignments.
• Sample: Automation on deal status change to "Converted".

3.12. ActiveCampaign
• API: Automate referral engagement sequences based on contact activity.
• Sample: Automated tags for referrers and task assignments for follow-ups.

3.13. Intercom
• API: Use Messages and Workflows to automate referral prompts and monitor responses.
• Sample: Automatedly send in-app notifications for referral milestones.

3.14. Zapier
• Function: Orchestrate automated handoffs between referral system, CRM, email, and SMS.
• Sample: Automate multi-action workflows linking new referrals to marketing and staff alerts.

3.15. Facebook Messenger API
• API: Automate delivery of referral program links and follow-ups via Messenger.
• Sample: Triggered Messenger flows based on CRM events.

3.16. Webflow
• API: Form submission automation with webhook to trigger referral signup events.
• Sample: Automated communication after website referral submission.

3.17. Shopify
• API: Automate referral tracking and reward application for fencing products.
• Sample: Use Shopify Scripts to automate loyalty rewards upon successful referral checkout.

3.18. Stripe
• API: Automate reward payments to referrers via Payouts API.
• Sample: Automatedly send referral reward payment after verification.

3.19. Google Forms
• API: Automate referral capture and automated follow-up emails via Apps Script.
• Sample: Automated confirmation and program details after form completion.

3.20. Calendly
• API: Automate scheduling of intro classes for referred prospects based on referral source.
• Sample: Automated calendar invites to both referrer and prospect.

3.21. Typeform
• API: Automate custom referral surveys and trigger email/SMS follow-ups on completion.
• Sample: Automatedly tag responses in CRM and launch nurture sequences.

3.22. Monday.com
• API: Automate creation of referral tasks and progress tracking in team boards.
• Sample: Automated workflow to update status upon referral closure.

Benefits

4.1. Automating referral program tasks reduces manual workload and increases conversion rates.
4.2. Automation enhances tracking and ensures timely communication with all parties.
4.3. Automated notifications and reward handling drives program participation and retention.
4.4. Automatable workflows guarantee consistent student experience and leverage multi-channel outreach.
4.5. Automatedly syncing data improves analytics and strategic decision making.
4.6. Streamlined automation increases staff efficiency and program scalability.
4.7. Automator platforms used provide robust, customizable, and reliable referral processes for fencing schools.